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JPMorgan Chase
JPM

Overview Fund Activity

3,581 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,639 increasing their positions, 1,427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,581
Holders Change
-20
Holders Change %
-0.56%
% of All Funds
57.31%
Holding in Top 10
440
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-16.98%
% of All Funds
7.04%
New
189
Increased
1,639
Reduced
1,427
Closed
138
Calls
$7.41B
Puts
$8.3B
Net Calls
-$895M
Net Calls Change
+$1.74B

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.05B
2
Norges Bank
2
Norges Bank
Norway
$4.37B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.37B
4
SP
4
Sarasin & Partners
United Kingdom
$325M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.27B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.28B
2
State Street
2
State Street
Massachusetts
$16.1B
3
CSA
3
Cottage Street Advisors
Massachusetts
$4.54M
4
Primecap Management
4
Primecap Management
California
$792M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
226
Bartlett & Co
Ohio
$95.9M +$1.45M +11,166 +2%
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$94.5M -$5.96M -45,753 -6%
Barrow, Hanley, Mewhinney & Strauss
228
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.5M -$10.8M -83,073 -10%
SEI Investments
229
SEI Investments
Pennsylvania
$92.9M +$36.9M +282,963 +66%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$92.9M +$6.31M +48,439 +7%
DnB Asset Management
231
DnB Asset Management
Norway
$92.5M -$4.6M -35,286 -5%
SIG
232
Stonegate Investment Group
Alabama
$92.3M +$24.2M +185,367 +35%
UCFA
233
United Capital Financial Advisors
Texas
$92.1M -$3.02M -23,161 -3%
OAM
234
Oppenheimer Asset Management
New York
$91.2M +$2.09M +16,026 +2%
EAM
235
Eagle Asset Management
Florida
$89.8M +$85.3M +654,963 +1,926%
MNG
236
Manning & Napier Group
New York
$89.8M -$1.28M -9,819 -1%
FRAF
237
Första AP-fonden
Sweden
$88.9M -$13M -99,700 -13%
Los Angeles Capital Management
238
Los Angeles Capital Management
California
$88.1M -$23.3M -178,505 -21%
CWM
239
CIBC World Markets
New York
$87.8M -$72.1M -553,322 -45%
AM
240
AGF Management
Ontario, Canada
$87.2M -$9.85M -75,579 -10%
SBH
241
Segall Bryant & Hamill
Illinois
$86.2M -$1.92M -14,737 -2%
CB
242
Cooke & Bieler
Pennsylvania
$85.9M -$2.79M -21,388 -3%
PFP
243
Pinnacle Financial Partners
Tennessee
$85.9M +$2.48M +19,010 +3%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$85.4M +$393K +2,988 +0.5%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$84.1M -$540K -4,145 -0.6%
WJWM
246
Williams Jones Wealth Management
New York
$83.9M +$4.57M +35,103 +6%
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6M -$7.8M -59,842 -9%
WT
248
Whittier Trust
California
$82M +$786K +6,031 +1%
MIS
249
Morningstar Investment Services
Illinois
$80.7M +$962K +7,465 +1%
MML Investors Services
250
MML Investors Services
Massachusetts
$80.4M -$5.15M -39,543 -6%
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